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Founders Financial Securities’s Oaktree Specialty Lending OCSL Stock Holding History

Founders Financial Securities’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-9,522
Closed -$139K – 98
2017
Q2 		$139K Sell
9,522
-275
-3% -$3.52K 0.05% 92
2017
Q1 		$136K Buy
+9,797
New +$146K 0.05% 85

Other funds holding OCSL

SCM
Springhouse Capital Management Westport, Connecticut $55.3M AUM 20.84% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
MC
Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HCM
Hilton Capital Management Garden City, New York $1.32B AUM 15.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Founders Financial Securities's OCSL Position: Q3 2017 in Review

Founders Financial Securities sold out of Oaktree Specialty Lending (OCSL) in Q3 2017, closing a stake of 9,522 shares — an estimated $139K sold.

Founders Financial Securities first reported a position in OCSL in Q1 2017 and held it in 2 quarters. The position peaked at $139K in Q2 2017. 119 funds tracked by Wall St. Rank hold OCSL as of Q3 2017.

  • Founders Financial Securities reported no remaining Oaktree Specialty Lending position as of Q3 2017 after selling out during the quarter.
  • Founders Financial Securities sold 9,522 Oaktree Specialty Lending shares in Q3 2017, an estimated $139K.
  • Founders Financial Securities first reported a position in Oaktree Specialty Lending in Q1 2017 and held it in 2 quarters.
  • Founders Financial Securities's Oaktree Specialty Lending position peaked at $139K in Q2 2017.
  • 119 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q3 2017.

Based on Founders Financial Securities's 13F filing for Q3 2017, filed 9 Nov 2017.